MFS Blended Research Growth Equity Fund Class I
BRWJX
NASDAQ
| Weiss Ratings | BRWJX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | BRWJX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | James C. Fallon (9), Matthew W. Krummell (9), Jonathan W. Sage (9), 1 other | |||
| Website | http://www.mfs.com | |||
| Fund Information | BRWJX-NASDAQ | Click to Compare |
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| Fund Name | MFS Blended Research Growth Equity Fund Class I | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 15, 2015 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BRWJX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.33% | |||
| Dividend | BRWJX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.81% | |||
| Asset Allocation | BRWJX-NASDAQ | Click to Compare |
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| Cash | 0.68% | |||
| Stock | 99.32% | |||
| U.S. Stock | 98.70% | |||
| Non-U.S. Stock | 0.62% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | BRWJX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.14% | |||
| 30-Day Total Return | 6.17% | |||
| 60-Day Total Return | 13.35% | |||
| 90-Day Total Return | 23.32% | |||
| Year to Date Total Return | 5.92% | |||
| 1-Year Total Return | 14.23% | |||
| 2-Year Total Return | 58.70% | |||
| 3-Year Total Return | 93.55% | |||
| 5-Year Total Return | 118.79% | |||
| Price | BRWJX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | BRWJX-NASDAQ | Click to Compare |
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| Nav | $26.65 | |||
| 1-Month Low NAV | $25.29 | |||
| 1-Month High NAV | $26.68 | |||
| 52-Week Low NAV | $20.03 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $27.33 | |||
| 52-Week High Price (Date) | Dec 11, 2024 | |||
| Beta / Standard Deviation | BRWJX-NASDAQ | Click to Compare |
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| Beta | 1.08 | |||
| Standard Deviation | 18.72 | |||
| Balance Sheet | BRWJX-NASDAQ | Click to Compare |
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| Total Assets | 444.39M | |||
| Operating Ratios | BRWJX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.49% | |||
| Turnover Ratio | 48.00% | |||
| Performance | BRWJX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 24.68% | |||
| Last Bear Market Total Return | -19.40% | |||